Premium Wealth Relationship Manager

Sharekhan Limited; Vapi, Ahmedabad District, Surat; Vor Ort; INR 800.000 - 1.100.000; Vollzeit

Zusammenfassung

Sharekhan Limited is seeking an Investment Portfolio Advisor (Wealth RM) in Gujarat, India, to focus on asset gathering, client penetration, and increasing wallet share through regular client interactions (physical/virtual). The role targets growth of assets across mutual funds, PMS, AIF, and other offerings while expanding the SIP book.

You will engage clients to drive assets, meet targets, and deliver revenue growth through disciplined relationship management and proactive engagement in the

Qualifikationen

• Regular client meetings to build relationships and increase AUM and revenue.
• Ability to meet assets targets across multiple product lines.

Aufgaben

• Achieve targets for Net Equalized Assets collected (LS) for the mapped book.
• Build an incremental SIP book.
• Drive new business development by activating/reactivating clients.
• Collect assets across MF, PMS, AIF, Corporate FDs, SGB, Insurance and other offerings.
• Ensure regular client meetings to maintain relationships and increase AUM, SIP flow, and revenue.
• Acquire and activate new clients for asset collection.
• Conduct 2-3 client meetings daily within the assigned territory.
• Contribute to branch profitability through effective client engagement.
• Certifications- NISM VA (Mutual Funds)

Kenntnisse

Client relationships

Sales & targets

Communication skills

Territory management

Jobbeschreibung

Position Purpose:

The Investment Portfolio Advisor(Wealth RM) will focus on asset gathering, increasing client penetration, and enhancing wallet share through regular client interactions (physical/virtual) to drive business growth.

Key Responsibilities:

Direct Responsibilities-

• Achieve targets for Net Equalized Assets collected (LS) for the mapped book.
• Build an incremental Systematic Investment Plan (SIP) book.
• Drive new business development by activating/reactivating clients.
• Collect assets across investment products like Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Corporate Fixed Deposits, Sovereign Gold Bonds (SGB), Insurance, and other offerings.
• Ensure regular client meetings to maintain strong relationships and increase Assets Under Management (AUM), SIP flow, and revenue.

Contributing Responsibilities-

• Acquire and activate new clients for asset collection.
• Conduct 2-3 client meetings daily within the assigned territory.
• Contribute to branch profitability through effective client engagement.
• Certifications- NISM VA (Mutual Funds)